See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654,435 | $93,571+599.4% | $135,903+381.5% | $75,163+770.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.85% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,411 | $3,537+81.3% | $4,856+32.0% | $2,670+140.1% |
| Participant deferral / active EE | $15,381 | $6,404+140.2% | $7,758+98.3% | $4,125+272.9% |
| Admin fee / account holder | $66,996 | $6,975+860.5% | $10,762+522.5% | $5,651+1085.6% |